Driving Workflow using a Variable
I got asked this question recently – “Based on what an end user selects in a Service Request in Digital Workplace, I want to create a Work Order with certain tasks.”
The idea is – let’s say we’re onboarding a new user. Their manager goes to DWP and selects the appropriate Service Request. But it could be if the new user is an administrator, we want to fire off five tasks in a Work Order, but if the new user is a developer, we want to fire off 10 tasks. It doesn’t matter what it is – the key thing is, we want a different workflow based on the answer to the question. I’ve gotten this question before, so I thought I would document it this time.
Step 1 – Create your Work Order templates
I didn’t show this in the video link below, because you should know how to create Work Order templates, but the first step is to set up the Work Order templates that will be called based on the workflow. A sample of a Work Order template is below. This one has one task attached, and is named “Anne WO 1”:
Step 2 – Add a Variable to your Process in Digital Workplace Catalog and add a Question to your Service Request
This action is more complicated, but this video will walk you through adding a variable to your process in the Digital Workplace Catalog.
But for a handy reference for later, here is a screen print:
Step 3 – Continue to refine your workflow
Now that you have the idea, it’s just a question of continuing to refine the templates, the variables, and the questions. This is not limited to Work Orders, of course – you can use this for Incidents and Change Requests as well.
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